Contact an Advisor Specializing In Values-Based Investing
Meet Our Team of Advisors Who Specialize in Values-Based Investing
Beacon Pointe has long standing roots in values-based investing – in fact, our CEO oversaw the SRI Portfolio at a predecessor firm before founding Beacon Pointe Advisors in 2002. While our nationwide team is well-versed in values-based approaches to investing, we are fortunate to several advisors who specialize in the topic and can help you with the construction of values-based investment portfolios. As advisors, our job is to work with you to determine the values and goals that are most important to you. Our team will work to incorporate those values into a customized portfolio that is mission-oriented, efficient and strives to provide you with competitive returns. Each one of our advisors will work hard to identify strategies that are not only right for you but also for our world, no matter how big or small the impact. Are you ready to take the next step and design your Values-Based Investing Portfolio?
Connect with our Team of Advisors
Mark V. Mathers, CFP®
Partner, Managing Director
Mark Mathers has over 20 years of experience in the financial services industry, primarily in financial planning, relationship management, and business development. He most recently served as Managing Director of Boston Private Wealth, was a Senior Client Advisor with Silver Bridge and a Senior Financial Planning Consultant for the Bostonian Group. Mark holds an honors degree in Business Studies from University of Ulster, a Certificate in Export Marketing from University of San Francisco, a Diploma in Philosophy from St. Patrick’s Seminary, and holds the Certified Financial Planner™ (CFP®) certification. Mark values collaboration, collegiality and integrity in the process of positively impacting the lives of his clients. He lives in Lynnfield, MA with his wife Kathleen and their three children. He enjoys soccer, Gaelic football and golf.
Rocky Lin, CFA
Partner, Managing Director
Rocky manages the client service and trading operations of the Northern California office. He oversees the advice and portfolio strategies implemented in Northern California. Prior to joining Beacon Pointe, Rocky was the Chief Investment Officer of Excelcia Financial Group and the Portfolio Manager for Excelcia Capital Partners a Global Macro Hedge Fund. His background is in Macroeconomic research, Portfolio Construction and Derivatives Trading. Rocky graduated from the University of California, Santa Barbara with a BA in Business Economics. He has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of San Francisco. Rocky resides in San Jose, California where he continues to enjoy his passion for Ice Hockey and Snowboarding.
Brian Bengry
Senior Wealth Advisor
Brian is a Senior Wealth Advisor for the Beacon Pointe Middleton office and has over 25 years of experience providing comprehensive financial planning and investment solutions for families, organizations, and institutions in Wisconsin. Brian specializes in risk and tax mitigation strategies, retirement solutions, and family legacy planning. Over the years, Brian has enhanced his financial planning expertise by assisting clients in attaining socially responsible, sustainable, and impactful investment goals. For over two decades, Brian has worked with families and organizations to help them integrate their philanthropic passions and values across their investment portfolios. Prior to joining forces with Beacon Pointe in 2024, Brian founded Conscious Capital Management, LLC, an advisory firm that concentrated on an approach to total ethical investments where he became a recognized speaker and educator on the topic of sustainable investing throughout Wisconsin. Growing up with honest and hardworking values learned on a family farm, Brian is passionate about delivering that same experience to every client. Outside of the office, Brian enjoys spending time with family and friends, in the great outdoors, or dedicating some time to different community initiatives, volunteering, and habitat restoration.
Flynn McDonnell, JD
Senior Wealth Advisor
Flynn is responsible for client advisory and client development within the Boston office of Beacon Pointe Advisors. He has over thirty years of experience advising individuals and families on investing, estate planning and family governance and has sat on investment and planning committees for various registered investment advisors. Prior to joining Beacon Pointe, Flynn helped establish the family office practice for FTI consulting where he advised families globally on operations, investing and governance. He spent over 10 years at Fidelity Investments as a Retirement Consultant and VP, Senior Account Executive in the Private Client Group. Flynn started his professional career at law firm Forman, Roberts Klickstein and Levy and has practiced in the fields of Trust and Estates and Corporate Law. He earned a Bachelor of Science degree in Business Management from Ithaca College and his Juris Doctorate from St. Thomas University School of Law in Miami Florida. He also sits on several non-profit and for-profit advisory boards. Flynn enjoys sailing and coaching his two sons in lacrosse and football.
Kate Pettee Hickey, CFP®
Wealth Advisor
Kate is a Wealth Advisor in Beacon Pointe Advisors Philadelphia office. Through a holistic approach to wealth management, Kate develops strategies to help clients identify and meet their financial goals. Kate is also responsible for asset allocation implementation and client servicing for Beacon Pointe’s private clients. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, in client development for J.P. Morgan Global Alternatives. In 2021, Kate was named to InvestmentNews’ prestigious 40 Under 40 ranking, one of the youngest advisors named to the class of 2021. Kate is a Certified Financial Planner™ (CFP®) and she earned a Bachelor of Business Administration with majors in Finance and International Business and a minor in Business Law and Corporate Governance from Villanova University where she was also a member of the Women’s Tennis Team. Kate is passionate about providing financial literacy for women through Beacon Pointe’s Women’s Advisory Institute and is a specialist in values-based Investing. Outside of the office Kate enjoys skiing, practicing yoga, and traveling. She currently resides in Philadelphia, Pennsylvania.
Dylan MacDonald, CFP®
Wealth Advisor
Dylan is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, he was a Senior Associate at The Doman Group in New York City, where he specialized in investment analysis and comprehensive financial planning for high net worth individuals and families. He was born and raised in Huntington Beach, California and holds a business degree from the University of Southern California. Dylan also holds a Masters in Financial Analysis and Investment Management from Saint Mary’s College and is a Certified Financial Planner (CFP®). Outside of work, Dylan enjoys surfing, traveling and spending time with family and friends.
Kaitlyn Simmons
Relationship Manager
Kaitlyn Simmons is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include but are not limited to account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest level of service. Kaitlyn graduated from Texas A&M University, majoring in Economics. Kaitlyn is passionate about providing financial literacy for women through Beacon Pointe’s Women’s Advisory Institute, and is a specialist in values-based Investing. In her free time, she enjoys listening to podcasts, cooking, and spending time with her friends and family.